The Portfolio Manager includes

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The Portfolio Manager

| Micro-Degree

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New - Portfolio Manager Expert Interview

| Completion Certificate
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10

Minutes

Curious to know what it’s really like to work in portfolio management? Get the answer to this and many more questions in our new expert interview with wealth manager, John Correia!

Portfolio Manager Expert Interview

10 video minutes

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Video minutes 10

Excel Exercises 0

  • Meet a portfolio manager
  • How did you begin your career
  • Main responsibilities and skills
  • Why portfolio management
  • Challenges of working in portfolio management
    and more!
skills certificate

The Investment Management Industry

| Skills Certificate
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1

Hour

Discover all aspects of the asset management industry, key players, regulatory considerations, and develop an understanding of a client’s investment objectives.

Intro to Asset Management

27 video minutes

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Video minutes 27

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  • How the investment management process works
  • Asset classes (cash, debt, equity, and alternatives)
  • Types of investors
  • Wealth management and more!

Investors, Institutional and Retail

9 video minutes

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Video minutes 9

Excel Exercises 0

  • Retail investors vs institutional investors
  • Pension funds
  • Insurance companies
  • Endowments
  • Sovereign wealth funds
  • Types of retail investors

The Investment Policy Statement

6 video minutes

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Video minutes 6

Excel Exercises 0

  • Purpose of the Investment Policy Statement
  • Objectives: risk and return
  • Liquidity constraint
  • Time Horizon constraint
  • Tax Status, Legal and Regulatory constraint

US Regulatory Considerations

17 video minutes

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Video minutes 17

Excel Exercises 0

  • Fiduciary responsibilities
  • ERISA
  • UPMIFA
  • Regulatory agencies – SEC
  • Regulatory agencies – FINRA
  • Regulatory agencies – state agencies
skills certificate

Economic Analysis & Asset Allocation

| Skills Certificate
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4.5

Hours

12

Practical exercises

1

Exam

Assess the impact of the economy, business cycle, central banks, regulation, and general market trends on investment decisions. Learn the key aspects of portfolio theory, investment exposure, measures, benchmarks, analysis, and behavioral factors.

Monetary Systems

20 video minutes

4 excel exercises

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Video minutes 20

Excel Exercises 4

  • Role of Central Banks
  • Monetary Policy
  • Fiscal Policy

Understanding Economic Cycles

20 video minutes

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Video minutes 20

Excel Exercises 0

  • Global Economics – Trade Advantages
  • Global Economics – Balance of Payments
  • Stages of the Business Cycle

Macroeconomic Indicators

20 video minutes

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Video minutes 20

Excel Exercises 0

  • Leading Indicators
  • Coincident Indicators
  • Lagging Indicators
  • Price Level Indicators

Portfolio Risk

12 video minutes

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Video minutes 12

Excel Exercises 0

  • Types of Risk

Portfolio Risk and Return

52 video minutes

3 excel exercises

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Video minutes 52

Excel Exercises 3

  • Portfolio Risk Measures (recap)
  • Measuring Risk and Beta
  • Covariance and Correlation
  • Benefits of Diversification

Modern Portfolio Theory

58 video minutes

4 excel exercises

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Video minutes 58

Excel Exercises 4

  • Modern Portfolio Theory
  • Capital Asset Pricing Model
  • Security Market Line
  • Black-Litterman Model
  • Robust Optimization
  • Arbitrage Pricing Theory

Behavioral Finance

10 video minutes

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Video minutes 10

Excel Exercises 0

  • Introduction to Behavioral Finance
  • Heuristic-driven biases
  • Frame dependence

Goals Based Investing

14 video minutes

1 excel exercises

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Video minutes 14

Excel Exercises 1

  • Purpose of goals based investing
  • How does goals based investing work
  • Practical example goals based investing
  • Comparison with traditional approach
skills certificate

Security Selection

| Skills Certificate
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7.5

Hours

16

Practical exercises

1

Exam

Identify the techniques that can be used to analyze and value individual stocks. Explore traditional and exotic equity investment options, and the opportunities offered by different products.

Overview - Active vs Passive Investing

23 video minutes

2 excel exercises

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Video minutes 23

Excel Exercises 2

  • Active vs Passive Investing
  • Identifying closet index funds
  • Active Investing

Index Investing

37 video minutes

1 excel exercises

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Video minutes 37

Excel Exercises 1

  • What is an index?
  • Index construction methodologies
  • How indexes are used
  • The role of the index provider
  • Benefits of index investing
  • How to construct an index portfolio

Equity Investment Vehicles

14 video minutes

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Video minutes 14

Excel Exercises 0

  • Mutual Funds
  • ETFs
  • Other Equity Investment Vehicles

Equity - Investment Characteristics

26 video minutes

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Video minutes 26

Excel Exercises 0

  • Common stock
  • Preferred securities
  • Convertible bonds
  • Indices
  • Exchange Traded Funds
  • Equity multiples
  • Enterprise multiples

Market Sectors

7 video minutes

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Video minutes 7

Excel Exercises 0

  • Market sector classifications
  • Industrial vs financial sectors

Equity - Emerging Markets

9 video minutes

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Video minutes 9

Excel Exercises 0

  • Overview of emerging markets
  • Definition of emerging markets
  • Emerging markets and growth
  • Emerging markets and risk

Fixed Income Portfolio Management

126 video minutes

9 excel exercises

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Video minutes 126

Excel Exercises 9

  • Active vs passive fixed income portfolio management
  • Macaulay and modified duration
  • Convexity
  • DV01
  • Liability driven investing
  • Cash flow matching and more!

Alternative Investments

37 video minutes

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Video minutes 37

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  • Alternative vs traditional asset classes
  • Hedge funds
  • Private equity
  • Commodities
  • Real estate
  • Foreign exchange

Technical Analysis

8 video minutes

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Video minutes 8

Excel Exercises 0

  • Introduction to technical analysis
  • Trend analysis
  • Support and resistance

ESG Investing

47 video minutes

4 excel exercises

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Video minutes 47

Excel Exercises 4

  • Introduction to ESG
  • Materiality
  • Benchmarking Analysis
  • Environmental, Social and Governance Metrics
  • Scenario Analysis
skills certificate

The Accountant

| Skills Certificate
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13

Hours

10

Topics

100

Practical exercises

1

Exam

Quickly and confidently interpret financial data and statements, evaluate them and use the calculated information to build high-quality reports. Real company data and the latest rules are covered to ensure the methods used and skills developed are immediately applicable in the workplace.

Financial Accounting Review

33 video minutes

3 excel exercises

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Video minutes 33

Excel Exercises 3

  • Making entries and ensuring the balance sheet balances
  • Preparing a balance sheet
  • Preparing an income statement from the entries to retained earnings
  • Preparing a cash flow statement from the entries to the cash account
  • A review of the different categorizations on the income statement, balance sheet, and the cash flow statement

Income Statements

61 video minutes

15 excel exercises

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Video minutes 61

Excel Exercises 15

  • Revenue recognition issues
  • Cost recognition issues
  • Identifying non-recurring items from the income statement, the MD&A, the notes to the accounts and the financial statement press release
  • Calculating EBIT and EBITDA for the historical year, and on an LTM basis

Earnings Per Share

27 video minutes

11 excel exercises

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Video minutes 27

Excel Exercises 11

  • Basic EPS calculations including weighted average shares
  • Dilutive securities: options (treasury method) and convertibles (as if converted)
  • Calculating recurring EPS

Working Capital

56 video minutes

12 excel exercises

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Video minutes 56

Excel Exercises 12

  • Inventory accounting including the impact on EBIT of LIFO and FIFO accounting choices (where relevant)
  • Accounts receivable and bad debts (identifying when companies are manipulating sales)
  • Accounts payable and accruals and the difference between them from a due diligence perspective
  • Other items including taxes payable, deferred revenue, and pre-paid items
  • Working capital and operating working capital and the cash impact of changes in operating working capital
  • Credit implications of working capital movements
  • Day ratios

Non-Current Assets

39 video minutes

11 excel exercises

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Video minutes 39

Excel Exercises 11

  • Gross PP&E, accumulated depreciation, depreciation expense and net PP&E
  • Building a simple forecast of fixed assets
  • Establishing the age of a company’s fixed asset base
  • Finite, and infinite intangibles including goodwill
  • A review of key methods of accounting for financial investments
  • At fair value through the income statement
  • Available for sale
  • Associate (equity method) accounting

Capital Structure

50 video minutes

14 excel exercises

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Video minutes 50

Excel Exercises 14

  • Debt issues and repurchases
  • Simple yield to maturity and all in cost calculations and understanding Original Issuer Discounts
  • Calculating net debt
  • Equity issuance and repurchases
  • The difference between authorized, issued and outstanding shares and multiple share classes
  • Other capital items: preference shares and convertible bonds
  • Leverage ratios
  • Debt liability maturity analysis

Accounting Ratios

41 video minutes

5 excel exercises

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Video minutes 41

Excel Exercises 5

  • Profitability ratios, including margins
  • Liquidity ratios, including operating working capital
  • EBIT and EBITDA for the historical year, and on an LTM basis
  • Leverage ratios, including net debt and interest coverage
    Asset ratios

Cash Flow Statements

25 video minutes

3 excel exercises

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Video minutes 25

Excel Exercises 3

  • Understanding how to categorize cash flows between operating, investing, and financing
  • Deriving a cash flow statement from two balance sheets and an income statement
  • Deriving a balance sheet from a cash flow statement and an income statement
  • Different cash flow statement presentations

Equity Method Investments

9 video minutes

5 excel exercises

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Video minutes 9

Excel Exercises 5

  • What are equity method investments?
    • Equity affiliates/associates
    • Joint ventures
  • Equity method accounting
    • Income statement
    • Balance sheet
    • Cash flow statement
    • Financial statement integration

Intro to Full Consolidation

68 video minutes

21 excel exercises

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Video minutes 68

Excel Exercises 21

  • M&A accounting overview
  • Balance sheet consolidation
  • Sources and uses of funds
  • Goodwill calculation
  • Income statement consolidation
  • Non controlling interests – NCI
skills certificate

The Modeler

| Skills Certificate
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12

Hours

6

Topics

71

Practical exercises

1

Exam

Financial modeling is one of the most useful skills in the world of finance. Knowing how to build models quickly and error-free is critical for the decisions and recommendations that they underpin. Our online financial modeling course provides the perfect introduction to building models, developing multiple techniques for a comprehensive and practical understanding of the topic.

Introduction to Modeling

55 video minutes

13 excel exercises

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Video minutes 55

Excel Exercises 13

  • Key settings
  • Formatting and layout standards
  • Building a simple income statement and balance sheet model, on one sheet, then across sheets
  • Balancing the balance sheet using the cash flow statement
  • Preparing the model for handover
  • Key formatting and putting the output into a pitch book

Three Statement Modeling with Iterations

77 video minutes

10 excel exercises

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Video minutes 77

Excel Exercises 10

  • Income statement construction and highlighting key numbers
  • Calculation schedules (PP&E, retained earnings, operating working capital, and debt)
  • Balancing the balance sheet with a cash sweep
  • Calculating interest using average balances
  • Circular references and iterations
  • Working with a circular reference switch
  • Preparing the model for handover
  • Key formatting and putting the output into a pitch book

Three Statement Model Editing

44 video minutes

6 excel exercises

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Video minutes 44

Excel Exercises 6

  • Steps before editing
  • Inserting a new item
  • Removing an old item
  • After editing
  • Relevant keyboard shortcut keys

Three Statement Model With Estimates

70 video minutes

12 excel exercises

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Video minutes 70

Excel Exercises 12

  • Cleaning up the income statement and balance sheet and simplifying the line items
  • Getting estimates for revenues and EBIT
  • Building multiple scenarios into a model’s assumption
  • Modeling a forecast debt repayment schedule from the notes
  • Key ratios
  • Checking the model for reasonableness
  • Formatting and putting the output into a pitch book

Building a Model with Cash Sweep

71 video minutes

19 excel exercises

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Video minutes 71

Excel Exercises 19

  • Why banks want to be repaid early
  • Cash sweep mechanisms
  • How to model cash sweeps
  • Building a three statement model with a cash sweep

Checking a Model for Integrity and Errors

36 video minutes

11 excel exercises

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Video minutes 36

Excel Exercises 11

  • Top ten errors
  • Auditing and error checking toolkit
  • Checking your own model
  • Checking someone else’s model
skills certificate

The Valuer

| Skills Certificate
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12

Hours

6

Topics

71

Practical exercises

1

Exam

Learn how and when to utilize key valuation methodologies and their supporting calculations.

Equity to Enterprise Value Bridge

33 video minutes

8 excel exercises

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Video minutes 33

Excel Exercises 8

  • Calculating equity value
  • Calculating enterprise value
  • Non-core items, debt equivalent items, and non-controlling interests
  • Calculating simple multiples
  • Illustrating the impact of leverage
  • Understand how growth rates, returns and multiples interrelate

Trading Comparables

69 video minutes

17 excel exercises

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Video minutes 69

Excel Exercises 17

  • Review choosing a comparable set of companies
  • Calculating enterprise value
  • Calculating LTM EBITDA and EBIT
  • Forward multiples and issues with consensus data
  • Understanding which operational ratios are important for the analysis

Transaction Comparables

30 video minutes

11 excel exercises

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Video minutes 30

Excel Exercises 11

  • Reviewing data sources
  • Understanding different deal contexts
  • Calculating enterprise value and LTM EBITDA
  • Calculating premiums paid based on offer prices where appropriate
  • Calculating the synergies from the transactions as a % of target sales

WACC Analysis

27 video minutes

8 excel exercises

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Video minutes 27

Excel Exercises 8

  • Capital Asset Pricing Model
  • Calculating the WACC for the peer group
  • Interpreting the results
  • Establish a reasonable cost of capital for the target company
  • WACC approach

Discounted Cash Flow Valuation

50 video minutes

14 excel exercises

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Video minutes 50

Excel Exercises 14

  • Calculating free cash flows
  • Understanding how the operational ratios should develop over the financial forecast
  • Calculating the steady state and making relevant adjustments to the steady state cash flows
  • Making reasonable assumptions for long-term growth rates
  • Discounting to a deal date
  • Converting the enterprise value into an implied share price, making relevant adjustments for share options and restricted stock units

Pulling the Analysis Together

43 video minutes

13 excel exercises

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Video minutes 43

Excel Exercises 13

  • Reviewing different valuation methods
  • Preparing valuation ranges for each valuation method
  • Summarizing the valuation ranges and interpreting the results
skills certificate

The Equities Trader

| Skills Certificate
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8

Hours

4

Topics

35

Practical exercises

1

Exam

Learn all aspects of equity sales and trading at an investment bank and utilize practical skills from day one.

Equity to Enterprise Value Bridge

33 video minutes

8 excel exercises

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Video minutes 33

Excel Exercises 8

  • Calculating equity value
  • Calculating enterprise value
  • Non-core items, debt equivalent items, and non-controlling interests
  • Calculating simple multiples
  • Illustrating the impact of leverage
  • Understand how growth rates, returns and multiples interrelate

Equities Markets and Products

34 video minutes

8 excel exercises

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Video minutes 34

Excel Exercises 8

  • Cash equities
  • Different exchanges
  • Initial public offerings
  • Role of ECM versus trading desk

Special Situations

92 video minutes

6 excel exercises

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Video minutes 92

Excel Exercises 6

  • Equity events: spin offs, share repurchases, asset sales
  • Fixed income events: debt restructuring, distressed debt
  • Private situations

Equity Derivatives

63 video minutes

13 excel exercises

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Video minutes 63

Excel Exercises 13

  • Options, forwards, and futures
  • Asset swaps
  • Structured products
  • Hedging
skills certificate

The FICC Trader

| Skills Certificate
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5.5

Hours

5

Topics

27

Practical exercises

1

Exam

Learn all aspects of fixed income, currencies and commodities sales and trading at an investment bank.

Rates Markets and Products

39 video minutes

5 excel exercises

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Video minutes 39

Excel Exercises 5

  • US government bond market including TIPS and zero coupons
  • European government bond market including index linked Gilts, Gilt strips, and other inflation-linked bonds (e.g. Germany)
  • Asian government bond market including JGBi
  • Yield curve
  • Central bank activity and impact to capital markets

Credit Markets and Products

41 video minutes

9 excel exercises

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Video minutes 41

Excel Exercises 9

  • Credit ratings
  • Credit spreads and implied risk premia
  • US corporate bond market
  • European corporate bond market
  • Bonds with specialist including puttable, callable, contingent capital (coco), CLOs, CDOs, convertibles, and exchangables
  • Bank loans
  • Calculating bond yields
  • Calculating bond prices
  • Role of DCM versus the trading desk

FX and Commodities

19 video minutes

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Video minutes 19

Excel Exercises 0

  • FX definitions and quote methodology
  • FX spot market
  • Cross rates
  • Commodity markets

Fixed Income Derivatives

35 video minutes

8 excel exercises

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Video minutes 35

Excel Exercises 8

  • Options, forwards, and futures
  • Interest rate swaps
  • Swaptions
  • Credit default swaps and credit default indices
  • FX and commodity derivatives
  • Structured products

Collateral Management

33 video minutes

5 excel exercises

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Video minutes 33

Excel Exercises 5

  • What is collateral?
  • Types of collateral
  • Credit risk
  • Centralized clearing
skills certificate

Performance Measurement

| Skills Certificate
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1

Hour

1

Exam

Learn how to build more efficient and resilient portfolios by measuring the returns and risks in a portfolio. Consider how the performance of portfolio managers is assessed, and the ways in which various divers of performance can be identified.

Portfolio Performance

12 video minutes

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Video minutes 12

Excel Exercises 0

  • Components of return
  • Absolute and relative performance
  • Rolling returns
  • Time-weighted and dollar-weighted returns

Benchmarks

7 video minutes

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Video minutes 7

Excel Exercises 0

  • Introduction to benchmarks
  • Properties of a valid benchmark
  • Types of benchmarks

Equity Indices

12 video minutes

0 excel exercises

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Video minutes 12

Excel Exercises 0

  • Introduction to equity indices
  • Types of indices
  • Market value weighted
  • Price weighted
  • Equal weighted
  • Fundamentally weighted

Risk Adjusted Measures

10 video minutes

0 excel exercises

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Video minutes 10

Excel Exercises 0

  • Alpha
  • Sharpe Ratio
  • Treynor Ratio
  • Information Ratio

Attribution

11 video minutes

0 excel exercises

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Video minutes 11

Excel Exercises 0

  • Allocation effect
  • Selection effect
  • Interaction effect
  • Factor tilt attribution

Skills & Learning Objectives in The Portfolio Manager Micro-Degree

Recognized by industry experts

Colin Evans

Managing Director at J.P. Morgan

Colin Evans is a Managing Director at J.P Morgan and leads the financial institutions coverage team globally for the Corporate Banking.

Dr. Bridget Lyons

Professor of Finance

Professor of Finance at the Jack Welch College of Business at Sacred Heart University and Associate Instructor.

Chris Bishko

CFO

CFO with over 25 years experience as an operator, investor and investment banker in technology and financial services.

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Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

Complete a Micro‑degree to join our exclusive alumni

Sit beside the world’s best investment bankers on LinkedIn, and take advantage of exclusive must-have benefits for new and experienced analysts.

What Our Students Say

The Portfolio Manager Micro-Degree is included in your Felix Plan

Boost

Includes full access to all certified courses.

£449 /year
Billed annually.
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Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Pro

Full Felix access including all learning content and data features.

£699 /year
Billed annually.
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Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Boost Pro
Completion certificates 37 37
Skills certificates 48 48
Micro-degrees 11 11
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Boost £449.00 (Inc Tax) / year Get Started
Pro £699.00 (Inc Tax) / year Get Started

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

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The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will this course help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the courses?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

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All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

Start earning your Portfolio Manager Micro‑degree certificate today.